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OIRDX vs VTSAX
OIRDX vs VTSAX Comparison
Open Charts OIRDX vs VTSAX
Invesco Rising Dividends R6
Price$26.69
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OIRDX vs VTSAX Comparison Chart
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OIRDX vs. VTSAX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OIRDX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OIRDX (3.16B). VTSAX pays higher dividends than OIRDX: VTSAX (1.28) vs OIRDX (1.13). OIRDX was incepted earlier than VTSAX: OIRDX (13 years) vs VTSAX (25 years). OIRDX (0.65) is less costly to investors than VTSAX (0.04). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than OIRDX: VTSAX (3000) vs OIRDX (1000000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. OIRDX (-0.51). VTSAX return over 5 years is better than : 91.40 vs. OIRDX (42.16).
| OIRDX | VTSAX | OIRDX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 3.623 | 1.365 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 1.13 | 1.28 | 88% |
| Returns for 1 year | -0.51 | 10.07 | -5% |
| Returns for 3 years | 27.83 | 57.61 | 48% |
| Returns for 5 years | 42.16 | 91.40 | 46% |
| Returns for 10 years | 45.02 | 179.53 | 25% |
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